We work with our clients for the long-term sustainable growth of their wealth, meeting their needs and adapting to the economic environment.
A financial investment institution specialised in wealth management and personalised financial advice.
UNIVERSAL GESTIÓ
Independent wealth managers
Our track record is distinguished by a solid and recognised expertise in both the financial sector and wealth management.
While deeply rooted in the Andorran market, we have strengthened our international presence through agreements signed with entities located in the world’s leading financial centres.
We have a highly qualified professional team and an extensive network of international contacts, which allows us to provide our clients with the highest quality service.
Benefits of a personalised wealth manager
We work closely with the client.
We provide a comprehensive and patrimonial vision.
We accompany them at every stage of the service.
We seek sustainable wealth growth.
We offer personalised financial and wealth advice.
We establish tailored investment objectives and plans.
We are results-oriented and focused on long-term planning.
Compliance with current regulations
The company is registered under the 02/95 number in the Andorran Financial Authority (AFA), the supervisor of the Andorran financial system.
It has also been a member of the Association of Financial Investment Institutions (ADEFI) since its foundation.
UNIVERSAL GESTIÓ
What sets us apart
Transparency and trust
We guarantee absolute transparency in both the risks and costs assumed by the client. They will have first-hand knowledge of the market behaviour and the assets in their portfolio.
Independence in management
Our total independence from financial entities ensures recommendations exclusively aligned with the client’s interests and objectives, without conflicts of interest.
Multidisciplinary team
We are a team specialised in various areas of wealth management, ensuring a comprehensive and highly professional service.
Personalised service
We understand our clients’ needs and accompany them in designing a personalised wealth plan. We focus on protecting their long-term interests and objectives, covering their specific needs and guaranteeing a comprehensive, tailored approach.
Our departments
• O1
Business
We carry out personalised wealth management and advisory services, focusing on the optimisation and growth of each client’s wealth, building a strong and solid ongoing relationship over time.
• O2
Investment
We design personalised investment strategies focused on capital preservation and long-term wealth growth, adapting to each client’s profile and objectives.
• O3
Back office
We ensure the accuracy and efficiency of our clients’ financial transactions by regularly checking both costs and bank reconciliations to guarantee transparency and accuracy in account management.
Client protection
We establish a framework with our clients to ensure that, from the pre-contractual phase through to contracting and the service stage, all processes, services, policies and fees are transparent, always safeguarding our clients’ wealth.